See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,095 | $197,591-75.2% | $177,821-72.4% | $158,922-69.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 37.51% | 58.76%-21.2pp | 48.32%-10.8pp | 302.83%-265.3pp |
| Employer contribution / active EE | $1,839 | $6,697-72.5% | $5,918-68.9% | $4,761-61.4% |
| Participant deferral / active EE | $5,118 | $8,405-39.1% | $7,714-33.6% | $5,982-14.4% |
| Admin fee / account holder | $238 | $15,399-98.5% | $12,427-98.1% | $11,246-97.9% |